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Frederick Ballenger

Strategic Advisers LLC

Milwaukee, WI

Milwaukee, WI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Milwaukee, WI • United States

Milwaukee, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Milwaukee WI 09/2014 09/2018
Pnc Bank Milwaukee WI 09/2014 09/2018
Transamerica Retirement Solutions Milwaukee WI 10/2018 10/2019
Transamerica Investors Securities Corporation Milwaukee WI 10/2018 10/2019
Fidelity Investments Salt Lake City UT 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 09/2018
    Pnc Investments
    Milwaukee, WI
  • 09/2014 → 09/2018
    Pnc Bank
    Milwaukee, WI
  • 10/2018 → 10/2019
    Transamerica Retirement Solutions
    Milwaukee, WI
  • 10/2018 → 10/2019
    Transamerica Investors Securities Corporation
    Milwaukee, WI
  • 10/2019 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-20
  • S66 Uniform Combined State Law Examination
    2014-08-20
Other Names
  • Fredrick Ballenger
  • Fredrick Alexander-Neal Ballenger
  • Frederick Ballenger
  • Frederick Alexander-Neal Ballenger

View on SEC IAPD

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